Sempra
SRE- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0001032208
No open-market purchases or sales by Sempra insiders were filed in the last 90 days; 1,288 institutions reported holding it in 13F filings for Q2 2026, worth $55.9B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesSREA
13F holders, Q2 2025
Institutional positions in Sempra as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,123
- −9 vs. Q1 2025
- Shares held
- 587.6M
- +8.25M (+1.4%) vs. Q1 2025
- Total value
- $44.5B
- +$3.19B (+7.7%) vs. Q1 2025
- New holders
- 112
- 470 more added
- Sold out
- 121
- 357 more reduced
16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,288 | $55.9B |
| Q1 2026 | 1,274 | $57.3B |
| Q4 2025 | 1,213 | $53.4B |
| Q3 2025 | 1,152 | $54.4B |
| Q2 2025 | 1,123 | $44.5B |
| Q1 2025 | 1,148 | $41.5B |
| Q4 2024 | 1,205 | $51.4B |
| Q3 2024 | 1,105 | $47.9B |
| Q2 2024 | 1,040 | $43.5B |
| Q1 2024 | 1,044 | $40.5B |
| Q4 2023 | 1,040 | $42.4B |
| Q3 2023 | 984 | $36.9B |
| Q2 2023 | 992 | $39.4B |
| Q1 2023 | 984 | $41.4B |
| Q4 2022 | 1,006 | $41.9B |
| Q3 2022 | 962 | $41.0B |
| Q2 2022 | 958 | $41.0B |
| Q1 2022 | 954 | $46.7B |
| Q4 2021 | 887 | $36.0B |
| Q3 2021 | 803 | $34.9B |
| Q2 2021 | 819 | $36.0B |
| Q1 2021 | 811 | $34.6B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Demars Financial Group, LLC | 6,297 | $477.1K | 0.18% | +6,297 | New |
| Ameritas Investment Partners, Inc. | 6,308 | $478.0K | 0.02% | +10.0% | Added |
| Farringdon Capital, Ltd. | 6,341 | $480.5K | 0.16% | +6,341 | New |
| Cigna Investments Inc | 6,358 | $482.0K | 0.08% | −14−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,083 | $482.8K | 0.01% | +15+0.2% | Added |
| Evergreen Capital Management LLC | 6,327 | $483.5K | 0.01% | −282−4.3% | Reduced |
| Gotham Asset Management, LLC | 6,421 | $486.5K | 0.00% | +1,229+23.7% | Added |
| Zacks Investment Management | 6,425 | $486.8K | 0.00% | −8−0.1% | Reduced |
| HCR Wealth Advisors | 6,435 | $487.6K | 0.06% | +37+0.6% | Added |
| Leonteq Securities AG | 6,438 | $487.8K | 0.03% | −3,586−35.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,443 | $488.2K | 0.12% | −3,192−33.1% | Reduced |
| Aaron Wealth Advisors | 6,506 | $493.0K | 0.05% | −419−6.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,493 | $496.2K | 0.01% | −104−1.6% | Reduced |
| Jacobi Capital Management LLC | 6,567 | $497.6K | 0.03% | +926+16.4% | Added |
| Checchi Capital Advisers, LLC | 6,637 | $502.9K | 0.04% | −515−7.2% | Reduced |
| Gilman Hill Asset Management, LLC | 6,638 | $503.0K | 0.08% | 00.0% | Unchanged |
| TKG Advisors, LLC | 6,645 | $503.5K | 0.23% | +3,437+107.1% | Added |
| LVM Capital Management Ltd | 6,677 | $506.0K | 0.05% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,683 | $506.4K | 0.00% | +149+2.3% | Added |
| Diligent Investors, LLC | 6,727 | $509.7K | 0.12% | −3,800−36.1% | Reduced |
| Atomi Financial Group, Inc. | 6,734 | $510.3K | 0.02% | −818−10.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,798 | $515.1K | 0.19% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $517.9K | 0.35% | – | – |
| Advisory Alpha, LLC | 6,856 | $519.5K | 0.02% | −231−3.3% | Reduced |
| Heritage Wealth Management, Inc. | 6,867 | $520.3K | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 6,882 | $521.5K | 0.00% | −157−2.2% | Reduced |
| Financial Management Professionals, Inc. | 6,870 | $525.0K | 0.06% | −461−6.3% | Reduced |
| Skopos Labs, Inc. | 6,971 | $528.1K | 0.07% | +1,900+37.5% | Added |
| Wealth Alliance | 6,994 | $530.0K | 0.06% | −162−2.3% | Reduced |
| Eventide Asset Management, LLC | 7,130 | $537.5K | 0.01% | +3,973+125.8% | Added |
| Potomac Fund Management Inc | 7,175 | $539.8K | 0.03% | +259+3.7% | Added |
| Intrua Financial, LLC | 7,130 | $540.2K | 0.08% | −1,116−13.5% | Reduced |
| PEAK6 LLC | 7,137 | $540.8K | 0.02% | +7,137 | New |
| Tiaa Trust, National Association | 7,143 | $541.2K | 0.00% | +335+4.9% | Added |
| Ariston Services Group | 7,182 | $544.2K | 0.39% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,240 | $548.6K | 0.05% | −200−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,277 | $551.4K | 0.13% | +61+0.8% | Added |
| My Legacy Advisors, LLC | 7,380 | $552.8K | 0.20% | −1,032−12.3% | Reduced |
| Shelton Capital Management | 7,314 | $554.2K | 0.01% | −72−1.0% | Reduced |
| Bridgewater Advisors Inc. | 6,941 | $561.0K | 0.04% | +534+8.3% | Added |
| Avantax Planning Partners, Inc. | 7,407 | $561.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,443 | $565.1K | 0.05% | +47+0.7% | Added |
| ELCO Management Co., LLC | 7,474 | $566.3K | 0.30% | −26−0.3% | Reduced |
| Mechanics Bank Trust Department | 7,485 | $567.1K | 0.08% | −1,065−12.5% | Reduced |
| Jones Financial Companies LLLP | 7,665 | $577.8K | 0.00% | +1,056+16.0% | Added |
| Venturi Wealth Management, LLC | 7,674 | $581.5K | 0.03% | −751−8.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,677 | $581.7K | 0.07% | +90+1.2% | Added |
| Brighton Jones LLC | 7,798 | $590.8K | 0.02% | +383+5.2% | Added |
| NorthRock Partners, LLC | 7,778 | $594.0K | 0.02% | +2,240+40.4% | Added |
| Signaturefd, LLC | 7,922 | $600.2K | 0.01% | +980+14.1% | Added |
| Norden Group LLC | 8,029 | $608.4K | 0.07% | −677−7.8% | Reduced |
| Savant Capital, LLC | 8,046 | $609.6K | 0.00% | +304+3.9% | Added |
| West Paces Advisors Inc. | 8,128 | $615.9K | 0.13% | −248−3.0% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $617.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,182 | $619.9K | 0.01% | +13+0.2% | Added |
| Tower Research Capital LLC (TRC) | 8,182 | $620.0K | 0.02% | −32,652−80.0% | Reduced |
| Capital Advisors Inc | 8,225 | $623.2K | 0.01% | +3,509+74.4% | Added |
| Atria Wealth Solutions, Inc. | 8,175 | $623.9K | 0.01% | −15,215−65.0% | Reduced |
| G&S Capital LLC | 8,245 | $624.7K | 0.25% | +4,242+106.0% | Added |
| Arkadios Wealth Advisors | 8,281 | $627.5K | 0.02% | +1,564+23.3% | Added |
| Mesirow Financial Investment Management, Inc. | 8,472 | $641.9K | 0.01% | +51+0.6% | Added |
| Mendel Money Management | 8,476 | $642.2K | 0.28% | +130+1.6% | Added |
| Strategic Investment Advisors | 8,515 | $643.1K | 0.06% | −615−6.7% | Reduced |
| Claro Advisors LLC | 8,522 | $645.7K | 0.11% | −381−4.3% | Reduced |
| Clearstead Advisors, LLC | 8,538 | $646.9K | 0.01% | +483+6.0% | Added |
| Toroso Investments, LLC | 8,543 | $647.3K | 0.00% | −1,516−15.1% | Reduced |
| Independent Advisor Alliance | 8,732 | $661.6K | 0.02% | −14,577−62.5% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $666.8K | 0.11% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 8,952 | $678.4K | 0.06% | +8,952 | New |
| Kovitz Investment Group Partners, LLC | 9,036 | $688.6K | 0.00% | −1,990−18.0% | Reduced |
| Siemens Fonds Invest GmbH | 9,093 | $689.0K | 0.04% | +1,745+23.7% | Added |
| Silvia McColl Wealth Management, LLC | 9,136 | $692.2K | 0.50% | +5+0.1% | Added |
| Bessemer Group Inc | 9,160 | $695.0K | 0.00% | +782+9.3% | Added |
| Prosperity Consulting Group, LLC | 9,205 | $697.4K | 0.05% | −175−1.9% | Reduced |
| Edgestream Partners, L.P. | 9,239 | $700.0K | 0.02% | −70,655−88.4% | Reduced |
| Brown Advisory Inc | 9,266 | $702.0K | 0.00% | −1,193−11.4% | Reduced |
| Quest Investment Management LLC | 9,296 | $704.3K | 0.08% | +9,296 | New |
| Qsemble Capital Management, LP | 9,344 | $708.0K | 0.07% | −66,895−87.7% | Reduced |
| Peapack Gladstone Financial Corp | 9,341 | $708.0K | 0.01% | −3,353−26.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,391 | $711.6K | 0.01% | −391−4.0% | Reduced |
| Advisor OS, LLC | 9,563 | $724.6K | 0.07% | +252+2.7% | Added |
| Cohen Klingenstein LLC | 9,600 | $727.4K | 0.02% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 9,647 | $730.9K | 0.56% | +764+8.6% | Added |
| Procyon Private Wealth Partners, LLC | 9,674 | $733.0K | 0.07% | −64,477−87.0% | Reduced |
| Apollon Wealth Management, LLC | 9,747 | $738.5K | 0.01% | −1,115−10.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,790 | $741.8K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,794 | $742.1K | 0.01% | +40.0% | Added |
| Wetherby Asset Management Inc | 9,840 | $745.6K | 0.03% | +9,840 | New |
| Westmount Partners, LLC | 9,874 | $748.1K | 0.21% | +32+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,036 | $760.4K | 0.10% | +1,998+24.9% | Added |
| Van Hulzen Asset Management, LLC | 10,045 | $761.1K | 0.06% | +170+1.7% | Added |
| Chicago Trust Co NA | 10,077 | $763.5K | 0.11% | −108−1.1% | Reduced |
| Letson Investment Management, Inc. | 10,200 | $772.9K | 0.31% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 10,250 | $776.6K | 0.08% | −335−3.2% | Reduced |
| Sumitomo Life Insurance Co | 10,288 | $779.5K | 0.05% | −573−5.3% | Reduced |
| Iams Wealth Management, LLC | 10,344 | $783.9K | 0.36% | −1,196−10.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,354 | $784.5K | 0.03% | −6,059−36.9% | Reduced |
| BKD Wealth Advisors, LLC | 10,515 | $796.7K | 0.02% | −347−3.2% | Reduced |
| GAMMA Investing LLC | 10,533 | $798.1K | 0.05% | +2,236+26.9% | Added |
| Fiduciary Trust Co | 10,555 | $799.7K | 0.01% | −3,019−22.2% | Reduced |